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ICLR

Overview Fund Activity

588 hedge funds and large institutions have $16B invested in Icon in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 186 increasing their positions, 252 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
-68
Holders Change %
-10.37%
% of All Funds
7.83%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
90
Increased
186
Reduced
252
Closed
151
Calls
$33.1M
Puts
$96.4M
Net Calls
-$63.3M
Net Calls Change
-$126M

Top Buyers

1
RCG
Ruane, Cunniff & Goldfarb
New York
+$265M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$199M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$157M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$156M
5
Franklin Resources
Franklin Resources
California
+$154M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$347M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$264M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$203M
4
BlackRock
BlackRock
New York
-$186M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
351
American Trust
Kentucky
$465K +$215K +1,027 +86%
WWP
352
WR Wealth Planners
Missouri
$463K -$53.1K -253 -10%
LWAM
353
Legacy Wealth Asset Management
Minnesota
$462K +$2.31K +11 +0.5%
AWAU
354
Alliance Wealth Advisors (Utah)
Utah
$450K -$412K -1,963 -48%
VWM
355
Venturi Wealth Management
Texas
$448K +$109K +518 +32%
GC
356
Guggenheim Capital
Illinois
$441K +$207K +988 +88%
WI
357
Wahed Invest
New York
$440K +$22.6K +108 +5%
SOW
358
State of Wyoming
Wyoming
$437K -$10.3K -49 -2%
GCA
359
Greenwood Capital Associates
South Carolina
$430K -$21.8K -104 -5%
PIC
360
Portland Investment Counsel
Ontario, Canada
$419K +$252K +1,200 +150%
ST
361
Somerset Trust
Pennsylvania
$418K -$17.8K -85 -4%
AA
362
AlphaCentric Advisors
Puerto Rico
$412K +$412K +1,965 New
MC
363
Maverick Capital
Texas
$411K +$411K +1,958 New
GIM
364
Groesbeck Investment Management
New Jersey
$401K -$54.6K -260 -12%
Kovitz Investment Group Partners
365
Kovitz Investment Group Partners
Illinois
$401K +$224K +1,067 +126%
Cambridge Investment Research Advisors
366
Cambridge Investment Research Advisors
Iowa
$386K +$18.1K +86 +5%
MCC
367
Malaga Cove Capital
California
$386K +$5.24K +25 +1%
Zurich Cantonal Bank
368
Zurich Cantonal Bank
Switzerland
$381K -$376K -1,792 -50%
CP
369
Covenant Partners
Tennessee
$378K -$381K -1,819 -50%
DADC
370
D.A. Davidson & Co
Montana
$372K -$15.5K -74 -4%
SCA
371
Summit Creek Advisors
Minnesota
$369K – – –
IWC
372
Integrated Wealth Concepts
Massachusetts
$369K -$41.7K -199 -10%
IAS
373
Insigneo Advisory Services
Florida
$369K -$27.3K -130 -7%
EF
374
Empowered Funds
Pennsylvania
$350K +$2.31K +11 +0.7%
PAG
375
Private Advisor Group
New Jersey
$350K -$119K -569 -25%
13 14
15
16 17